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Buying or Selling a Book of Business?

Strategic M&A from $5M to $1B+ — built for financial professionals across Canada & the U.S.

Work with a discreet, experienced partner to close high-value transactions with speed and confidence.

Book a Confidential Strategy Call

Couple Sitting with Financial Advisor

Working with Financial Documents

Quiet Transitions. Serious Capital. Real Strategy.

Succession Planning & Equity Transitions

M&A for Advisors, RIAs, MGAs

Private Book Deals ($5M–$1B+)

Cross-Border Structuring & Support

Buy-Side & Sell-Side Representation

Integrated with legal, capital, and compliance teams

Our Clients Include:

Wealth & Investment Advisors

Insurance Producers

RIA & Portfolio Managers

MGA / GA Principals

Dual-Licensed U.S./Canada Professionals

Teams with Portable Client Relationships

Financial Consultation

Note: Advisory X facilitates confidential introductions and strategic transitions for licensed financial professionals in Canada and the U.S. Your information is never shared and is handled with strict discretion.

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